Resources

Videos and Articles

Valuing Your Business

Valuing Your Business

A business valuation helps to determine the fair market value of a company and may be needed for a variety of reasons such as buying or selling a business, transferring equity, developing an estate plan or purchasing insurance. In this video, we'll cover why you might need a valuation and the common methodologies used to determine value.
Competing priorities for auto suppliers as OEMs zero in on EVs

Competing priorities for auto suppliers as OEMs zero in on EVs

The automotive sector is navigating disruption and opportunity from EVs, and suppliers are adapting as this broader market shift continues.
Disclosures by business entities about government assistance

Disclosures by business entities about government assistance

ASU 2021-10 will require business entities to disclose information about certain types of government assistance they receive.
Tax Implications of the Infrastructure Act

Tax Implications of the Infrastructure Act

On November 15, 2021, President Biden signed the Infrastructure Investment and Jobs Act into law. In this video, we will cover three tax-related provisions that may affect you and your business.
SAS 136: Preparation before year end

SAS 136: Preparation before year end

Before year end, plan administrators or trustees and their auditors should discuss certain preconditions of the audit.
IRS releases 2022 retirement plan limitations

IRS releases 2022 retirement plan limitations

The IRS has released its annual cost-of-living adjustments for retirement plan limits, effective Jan. 1, 2022.
Financial institutions and the phase out of LIBOR

Financial institutions and the phase out of LIBOR

We have updated our white paper regarding the fundamentals of LIBOR phase out and transition for financial institutions.
2021 Effective Date Reminder

2021 Effective Date Reminder

This document lists pronouncements that became effective on or after Jan. 1, 2021 or are not yet effective as of Nov. 1, 2021.
Employer compensation considerations for remote workers

Employer compensation considerations for remote workers

Employers must set compensation policies for remote workers taking into account federal and state tax laws and state legal requirements.
Food and beverage industry outlook: Winter 2022

Food and beverage industry outlook: Winter 2022

Food and beverage companies are turning their attention to maintaining profitability as they navigate economic recovery.
Consumer goods industry outlook: Winter 2022

Consumer goods industry outlook: Winter 2022

Retailers, restaurants, apparel companies and food and beverage businesses continue to navigate a volatile reopening and economic recovery.
Lessons from the American dream mega-mall

Lessons from the American dream mega-mall

What happens when a real estate investor does not look at changing consumer preferences when undertaking a new project?
The American labor market, business and the post-pandemic economy

The American labor market, business and the post-pandemic economy

Widespread labor shortages are hampering companies’ ability to capitalize on an expanding economy as the country recovers from a pandemic.
Leveraging a Spousal Lifetime Access Trust

Leveraging a Spousal Lifetime Access Trust

The lifetime gift tax exemption is at an all-time high of $11.7 million per individual and $23.4 million per couple but may be reduced in the near future by potential legislation. This video provides an overview of the Spousal Lifetime Access Trust and how it can help couples maximize their lifetime gift tax exemption.
GASB renames the comprehensive annual financial report

GASB renames the comprehensive annual financial report

The GASB has changed the term “comprehensive annual financial report” to “annual comprehensive financial report.”